The following files have been provided by our speakers for use and reference by all FPA DFW Conference attendees. To access the materials, please click the 'Download Presentation' link under the session(s) of your choosing. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.
2025 FPA DFW Conference Handout Materials
Keynote Speakers
SECURE Act 2.0: Retirement Planning Opportunities and Challenges
Jeffrey Levine, CPA/PFS, CFP® , CWS, BFA, MSA I Lead Financial Planning Nerd, Kitces.com & Chief Planning Officer, Buckingham Wealth Partners
Understanding Hyperopia: The Hidden Regret of Over-Saving
Hal Hershfield, Ph.D. I UCLA Anderson School of Management
The State of the Media: Finding Trusted Sources for Advisors and Clients
Mosheh Oinounou I Founder & Editor in Chief I Mo News
Breakout Session Speakers
9:45 AM - 10:35 AM
Major Changes to the College Planning Process
Cozy Wittman I College Inside Track
Planning Strategies to Mitigate the 10-Year Rule
Jeffrey Levine, CPA/PFS, CFP® , CWS, BFA, MSA I Lead Financial Planning Nerd, Kitces.com & Chief Planning Officer, Buckingham Wealth Partners
Your Aging Client: What Advisors Need to Know About Dementia and Fraud
Amy Florian, MA, CT, FT I CEO I Corgenius, Inc.
Breakout Session Speakers
10:50 AM - 11:40 AM
Adapting to Change: The Latest Developments in Long-Term Care Solutions
Sharon R. Luker, CLTC I LTC Planning Consultants
The Intersection of Elder Care and Estate Planning
Elizabeth Forspan, Esq. I Partner I Forspan Klear, LLP
Retain & Gain: An Evidence-based Client Communication Schedule to Maximize Referrals and Retention
Evan Beach, CFP®, EA, AWMA® I Exit 59 Advisory
Breakout Session Speakers
1:20 PM - 2:10 PM
Covering Your Ass(ets): What You Need to Know About Asset Protection in Texas
Jana Simons, J.D., LL.M., CFP® I Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
Is Today's Older Homeowner Sitting on a Gold Mine?
Jerry Auippa, CRMP I Reverse Mortgage Consultant I LongBridge Financial, LLC
Protecting Your Clients Financial Plan During Their Working Years
Corey Anderson, DIA I Owner I DI Geek
Breakout Session Speakers
2:25 PM - 3:15 PM
Maximizing Client Engagement: Innovative Philanthropic Strategies
Gary Garcia, CAP® & Kevin Betancourt, CAP® I The Dallas Foundation
The AI Edge: Practical Strategies to Revolutionize Efficiency and Client Experience
Matt Reiner, CFP®, CFA I Capital Investment Advisors & Wealth Strategies
Retire Well: 4 Ways to Help Clients Plan for Retirement Beyond the Numbers
Jessi Chadd, CFP®, CeFT® I Chief Wealth Officer I Aspyre Wealth Partners